Wealth Management Services Manager

City National Bank of Florida

. Lead the Services and Support team through day-to-day oversight, coaching, performance feedback, and professional development .

Posted 10/6/2026full-timeCoral Gables • Florida • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in trust administration and wealth management, with a strong focus on operational oversight, regulatory compliance, and strategic planning. Proficient in managing client onboarding, account maintenance, and financial documentation while ensuring service consistency and team accountability.

Highest-signal resume keywords

Trust AdministrationWealth Management Industry KnowledgeOperational Policy DevelopmentFinancial Regulations ComplianceManagerial Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust Accounting PlatformsFinancial SystemsLoan DocumentationOperational ReportingKYC ComplianceCash ManagementDue DiligenceAccount ReconciliationInvestment Products KnowledgeCollateral Control

Soft Skills

Effective CommunicationOrganizational SkillsAttention to DetailTeam CollaborationDiscretion with Confidential Information

Tools & Technologies

FIS/RelianceCharles SchwabFiservLaser ProLawyer ProMicrosoft Office SuiteEnvestnet TAMP

Certifications & Qualifications

Certified Financial Planner (CFP)Certified Fiduciary & Investment Risk Specialist (CFIRS)Certified AML & Fraud Professional (CAFP)Certified Regulatory Compliance Manager (CRCM)Certified Trust & Financial Advisor (CFTA)

Industry Keywords

Financial ServicesRegulatory ComplianceConsumer ProtectionTrust and Wealth AdministrationAudit ReadinessStrategic PlanningOperational ProcessesClient OnboardingAccount MaintenancePerformance Feedback

About the role

Key responsibilities & impact

Lead the Services and Support team through day-to-day oversight, coaching, performance feedback, and professional development
Oversee client onboarding, account setup, transfers, account maintenance, correspondence, inflows/outflows, overdraft resolution, and daily reconciliation
Direct fund release requests and related Trust and Wealth Administration transactions with Trust Officers and Wealth Advisors
Oversee cross-functional operational processes involving advisors, portfolio managers, compliance, and finance teams
Manage onboarding, maintenance, and closure of trust and investment accounts
Oversee loan documentation for consumer, commercial, and real estate transactions, including due diligence and title review
Supervise incoming funds, remote deposits, ACH payment setups, reconciliation, and reporting
Monitor cash balances, resolve overdrafts, and ensure tax coding and reporting
Administer agency accounts and ensure regulatory compliance
Oversee KYC profile reviews, renewals, and due diligence activities
Manage vendor and technology relationships to resolve operational issues and maintain service continuity
Provide subject matter expertise on wealth management systems, reporting tools, and platform training
Analyze business performance, compliance, and operational reports and recommend improvements
Lead department-level strategic initiatives, including the U.S. Wealth Project
Maintain audit readiness and prepare responses for internal and external audits
Promote organizational values, team accountability, recognition, and cross-training
Monitor staffing needs, manage overtime under FLSA standards, and allocate duties
Develop, implement, and improve operational policies, procedures, and quality assurance measures
Participate in strategic planning and communicate with leadership on departmental goals and priorities
Remain current on platform changes, policy updates, and industry best practices
Execute additional assignments and projects as directed by management

Requirements

What you’ll need

10+ years of trust administration, financial services or accounting experience
2-4 years of experience in a managerial role
Strong understanding of the wealth management industry, investment products, financial regulations, and custodial platforms such as FIS/Reliance and Charles Schwab
Working knowledge of trust accounting platforms including FIS, Advantage, Pershing, or SunGard
Familiarity with consumer protection and compliance regulations applicable to financial services
Knowledge of collateral control and loan servicing requirements
Experience with financial systems and documentation platforms such as Fiserv, Laser Pro, and Lawyer Pro
Experience developing and implementing operational policies and procedures
Familiarity with Envestnet TAMP
Proficiency in CRM systems and Microsoft Office Suite
Effective written and verbal communication skills
Strong organizational and documentation skills
Attention to detail and accuracy in operational execution
Ability to contribute to strategic planning and departmental goal alignment
Ability to manage competing priorities in a regulated, deadline-driven environment
Ability to operate in a team-based environment with a focus on service consistency
Ability to handle confidential information and sensitive data with discretion
Bachelor's Degree in Business, Finance or related, required
An equivalent combination of education and relevant professional experience may be considered in lieu of a degree
Certified Financial Planner (CFP), preferred
Certified Fiduciary & Investment Risk Specialist (CFIRS), or similar designation, preferred
Certified AML & Fraud Professional (CAFP), Certified Regulatory Compliance Manager (CRCM), or Certified Trust & Financial Advisor (CFTA), or similar designations, a plus
Completion of Florida Trust School, a plus
Must comply with applicable regulatory requirements, including OCC standards

Benefits

Comp & perks

Equal Opportunity Employer
Reasonable accommodations for applicants participating in the interview process
Hybrid workplace policy